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Account, Client and Household Risk

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StratiFi’s PRISM technology is a powerful sales tool that advisors can use to show prospects investing insights and analysis that are usually reserved for the most sophisticated institutional investors.

This may sound complicated, but we’ve made it so simple that all an advisor must do is make a few clicks of the mouse, enter some basic information, and then they can quickly and easily add prospects.

Our PRISM technology enables advisors to pull-in held away accounts and then the magic really begins. This process is so powerful that many advisors tell us that our PRISM reports have literally changed how people view the markets – and themselves. In a world where competition is intense, fees are under pressure, and it’s hard to get people to focus on what matters, PRISM reports are a powerful way to get people to pay attention

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